Eric Stephen Adams
Investment adviser representative at Jfg Family Office
13 yearsExperience
1 stateRegistered in
CFADesignation
$4.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Johnson Financial Group LLC dba Jfg Family OfficeFeb 2024 to now
- Jfg Family OfficeOct 2013 to now
- Jfg Wealth Management LLCSep 2016 to Dec 2025
- Johnson Financial Group LLCSep 2013 to Feb 2024
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
Jfg Family Office
Legal name: Johnson Financial Group LLC
$4.5BAssets managed
164Clients
35Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5375609
- Firm CRD
- 125101